What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Staffing & Recruiting

Place faster. Invoice the same day.

You close a placement and the invoice should be out before the celebration ends. We connect your CRM, timesheets and accounting so a placement becomes a correct invoice and an accurate paycheck without anyone re-entering it.

2manual handoffs
0automated
RETYPE PLACEMENTMATCH HOURSPipelinecandidatesTimesheetshoursAccountinginvoices
Your people are doing the work of connectors.

Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.

Where the time goes

A recruiter closes a placement, then switches to accounting to build the invoice by hand. Client, fee, terms, all retyped from memory or a sticky note. Out sick that day? Then the invoice waits for them to come back.

Temp work is messier. Timesheets arrive in different formats and someone reconciles them before payroll and billing can run. And a mistake costs you trust with candidates and clients, which isn't easy to win back.

One of our recent projects

Boutique Recruiting Agency

8 recruiters working placements through Nutshell, QuickBooks handling invoicing on the back end.

The placement gets marked won in Nutshell and the matching QuickBooks invoice goes out the same day with the right fee and terms already filled in, no recruiter required to remember or retype anything.
Fix mine →See how we work with Nutshell

A day with and without the busywork

Same people, same tools. The difference is who carries the data.

Without usWith us
9:00

Without usA placement closes and the invoice waits for the recruiter to retype it.

With usMarking it won created the invoice with the fee and terms.

11:30

Without usTimesheets arrive in five formats.

With usApproved hours flowed to payroll and billing together.

2:00

Without usStalled candidates are tracked in a sheet.

With usThe pipeline messaged them and created the tasks.

4:30

Without usClients ask where their candidates are.

With usSubmissions and offers updated the client automatically.

What we take off your plate

01

Placements that invoice themselves

Mark it won in Nutshell or your CRM and the QuickBooks invoice appears with the right fee and terms.

02

Timesheets to payroll and billing

Approved hours flow to payroll and the client invoice together, so the two always match.

03

Candidates followed up

New applicants and stalled candidates get messages and tasks from the pipeline, no tracking sheet needed.

04

Client updates without the calls

Submissions, interviews and offers update the client automatically.

05

Fees and margins visible

Fee, pay and margin per placement in one report, so you know what each client is worth.

Tools we connect

Pages for the software we already integrate and automate.

SalesforceHubSpotPipedriveZoho CRMCloseCopperQuickBooksXeroSage IntacctFreshBooksZoho BooksBill.com

Questions we hear

Do you handle temp staffing as well as direct hire?

Yes. Direct hire is simpler, but timesheet-heavy temp work is where automation saves the most, and it isn't hard to add later.

Which tools do you connect?

Nutshell, HubSpot and Salesforce on the CRM side, with QuickBooks or Sage and your payroll tool on the finance side.

Let's talk

Invoice the day you place

Tell us what happens between an accepted offer and a paid invoice. We'll find the manual steps.

Let's talk →

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.